+15.4%
SOFI vs BBAI
-70.8%
+86.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.1% | +0.5% |
| 7D | -4.9% | -1.7% | -3.2% | -4.8% |
| 30D | -3.5% | -12.0% | +8.5% | -2.3% |
| 3M | +3.9% | -30.7% | +34.6% | +7.3% |
| 6M | -6.5% | -30.7% | +24.1% | -3.6% |
| YTD | -33.8% | -46.9% | +13.0% | -30.5% |
| 1Y | -33.3% | -41.1% | +7.8% | -30.8% |
| 3Y | +94.6% | +65.9% | +28.7% | +78.9% |
| All | +15.4% | -70.8% | +86.2% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded BBAI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling